+201.6%
ABBV vs DAL
+110.1%
+91.4%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | +1.3% | -1.1% | +2.4% | +1.3% |
| 30D | +4.7% | +12.8% | -8.1% | +4.0% |
| 3M | +18.3% | -5.3% | +23.6% | +18.6% |
| 6M | +43.4% | +22.4% | +21.0% | +41.5% |
| YTD | +33.0% | +25.6% | +7.4% | +30.8% |
| 1Y | +30.8% | +45.5% | -14.7% | +27.4% |
| 3Y | +135.1% | +161.0% | -25.8% | +116.7% |
| All | +201.6% | +110.1% | +91.4% | +179.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling